Wackelin Financial Services, Inc.
Investment Management Company
Why pick this one
Wackelin Financial Services, founded in 1990 in Greenville, NC, provides personalized retirement planning and investment management through a five-step process.
Best for
- Individuals and families seeking personalized wealth management
- Pre-retirees and retirees needing sustainable retirement income planning
- Women navigating divorce, inheritance, or the loss of a spouse
- Small business owners planning succession, exit strategies, or employee benefits
- Clients who want financial planning coordinated with CPAs and attorneys
Specialties
- retirement income planning
- investment advice and management
- business succession and exit strategies
- employee benefits planning
- financial planning after divorce, inheritance, or loss
- tax planning
- estate planning
- insurance and risk planning
What makes them different
- Founded in Greenville in 1990 and operating for over 30 years
- Independent financial guidance free from proprietary product constraints
- Five-step process covering discovery, analysis, presentation, implementation, and optimization
- Strategic partnerships with CPAs, attorneys, and specialty advisors
- Primary compensation is based on a percentage of assets under management, with plan fees or commissions used depending on client needs
- Years in business
- 30
- Serves
- Greenville
Distilled from this business's own website.
Contact & Location
- Address
- 1700 East Arlington Boulevard, Greenville, NC
- Phone
- (252) 439-2290
- Website
- http://www.wackelinfinancial.com
- bwackelin@ceteranetworks.com
Services
- wealth management
- financial planning
- retirement planning
- investment management
- tax planning
- estate planning
- insurance and risk planning
- business financial services
- financial education